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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FRIERSON,SOLA,SIMONTON&KUTAC,PLLC Service code 10 · EIN 76-0523829 801 TRAVIS, STE. 1900 · HOUSTON, TX 77002 | Accounting | $9,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,296 | $47,944-45.2% | $67,834-61.2% | $62,881-58.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 8.50% | 11.77%-3.3pp | 138.47%-130.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,087 | $1,562-30.4% | $2,403-54.8% | $2,281-52.3% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $126 | $3,712-96.6% | $4,622-97.3% | $4,296-97.1% |